Team Members - Qualifications

Support

Updated September 26, 2017 11:57

To create Qualifications go to MORE > QUALIFICATIONS:

To add a qualification, click on the 'Add Qualification' button in the top left of the Qualifications pane. To edit an existing qualification click on the pencil icon to the left of the qualification name in the list.

When either adding or editing a qualification, give it a qualification name, enter any notes (optional) and assign it a colour. Making the qualification 'inactive', the qualification will not appear in the selectable list. When you have entered the Qualification details, click 'Submit' to save.

In the Team Members details page > Qualifications pane, you will be able to select qualifications for the Person from the drop down list. Assign a date of qualification, expiry date if there is one and any additional notes about the qualification (optional).